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    Commentary: US delays DeepSeek blacklist, exposing AI export-control dilemma
    20min ago
    NEWS TAGGED CLOUD SERVER
    Friday 12 June 2026
    DDR4 shortage tightens as Nanya capacity fills and prices climb

    DDR4 memory supply remains tight, with the shortage affecting buyers worldwide, from cloud and server operators to industrial and networking...

    Tuesday 9 June 2026
    AI demand is turning memory chips into rationed assets, Morgan Stanley says
    AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift...
    Wednesday 13 May 2026
    Taiwan capacitor maker Chinsan locks in Thailand AI server capacity through 2026

    Taiwan Chinsan Electronic Industrial said strong demand from cloud and server customers pushed related revenue contribution to 35% in the...

    Tuesday 23 December 2025
    Chinsan eyes stronger cloud server demand in 2026 with BBU supply
    Chinsan, a Taiwanese aluminum capacitor manufacturer, held an in-person investor briefing on December 22, 2025. General manager Ching-Hsin Chiang said that growth momentum in the first...
    Friday 13 June 2025
    Taiwan chipmakers struggle to gain foothold in DDR5 power management market
    Taiwanese power management IC (PMIC) designers face an uphill battle in the DDR5 memory market as foreign competitors maintain dominance in the lucrative cloud computing segment, forcing...
    Thursday 3 April 2025
    AI boom drives growth for connector maker JPC
    Taiwan's JPC Connectivity is experiencing strong demand for AI and cloud server wire harnesses, with supply shortages compelling overtime production to meet requirements from US customers...
    Thursday 17 October 2024
    Lite-On expects strong AI-related sales growth in 2025
    Lite-On Technology, a supplier for Nvidia's Blackwell GB200 chip, projects substantial sales growth in AI-related businesses for 2025.
    Tuesday 4 June 2024
    Chenbro's latest AI and cloud server chassis solutions make stunning debut at Computex 2024
    Chenbro (TWSE: 8210), a pioneer in the design and manufacturing of own-brand rackmount systems, is participating in COMPUTEX Taipei from June 4 to 7. Focusing on the theme of AI, Chenbro...
    Friday 29 March 2024
    MOSFET startup Inergy launches BLDC motor drivers for cloud servers
    MOSFET startup Inergy Technology has recently developed new BLDC electric motor drivers for cloud server and data center cooling systems. Trial production with major server customers...
    Monday 18 March 2024
    NetApp joins hands with Nvidia to unleash GenAI-powered storage solutions
    US-based data infrastructure and storage firm NetApp is introducing new AI-powered storage features that leverage generative AI in hopes of gaining a competitive edge.
    Wednesday 10 January 2024
    Automotive and cloud applications estimated to drive Lite-On growth in 2024
    Due to the weaker-than-expected growth momentum in the second half of 2023, Lite-On's consolidated revenue for the second half of 2023 amounted to NT$148.336 billion (US$5.4 billion)...
    Wednesday 18 October 2023
    Phison to mass produce PCIe 5.0 retimer chips in 1Q24
    Phison Electronics, a specialist in NAND flash device controllers, is set to enter mass production of PCIe 5.0 retimer ICs in the first quarter of 2024, anticipating a surge in server...
    Wednesday 9 August 2023
    Wiwynn diversifies primary customer base
    Wiwynn has stepped up efforts to diversify its main customer base, with its third largest customer poised to contribute over 10% to its total revenue by the end of this year, according...
    Monday 12 June 2023
    Asustek expects return to growth track in 2H23
    Asustek Computer aims to resume sales and profit growth compared to the same period the previous year in the second half of 2023.
    Friday 5 May 2023
    Server demand outlook remains promising
    According to sources in the server industry, inventory corrections are likely to persist in the short term but the long-term outlook remains promising.
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    AsiaCPO
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook